FoxCLM

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Creating Invoices ​

Create a new invoice ​

  1. Go to Invoices in the sidebar.
  2. Click + New Invoice.
  3. Fill in the header:
    • Invoice number (auto-suggested)
    • Issue date (defaults to today)
    • Due date
    • Currency
  4. Click Save to open the editor.

The invoice is now in Draft status.

Add clients ​

Scroll to the Clients section and click Add Client. Pick from the list or type to search. Multiple clients can be linked to one invoice.

The client's name and email are used for:

  • Populating invoice recipient(s) when you click Send
  • Showing the client's billing address (if they have one)
  • Pulling sessions for auto line items

Line items ​

Add manually ​

Click + Add Line Item. Fill in:

  • Text (required) - short description shown on the invoice
  • Description - longer details (appears below the text)
  • Quantity and Rate - amount is computed
  • Optional: start/end dates, duration, client, location

Add from sessions ​

  1. Click Add Sessions.
  2. Pick a client and a date range.
  3. FoxCLM lists all sessions in status Occurred for that client.
  4. Select the ones to bill and click Add.

Each selected session becomes a line item with its date, duration, fee, and any attached fees expanded as sub-items.

Discount ​

Apply a percentage or a fixed amount. Toggle the type in the discount field.

Tax ​

Tax is applied via tax types configured in Settings. Each line item can have a tax type assigned, or you can apply a global tax to the invoice.

Notes and terms ​

Two free-form text blocks at the bottom of the invoice. Notes are for remarks to the client; terms are for legal language (cancellation policy, late fees, etc.).

Save and preview ​

Every change is saved when you click Save. Click Preview to see the rendered invoice as the client will see it.

Clone an invoice ​

On the Invoices list, click the clone icon on any invoice. FoxCLM creates a copy with:

  • An incremented invoice number (e.g. INV-001 -> INV-002) when the original ends in digits
  • (Copy) suffix if the number cannot be incremented
  • Same line items, clients, custom fields, and designer layout
  • Status reset to Draft

Send an invoice ​

Click Send. The invoice:

  • Moves to the Sent status (triggering any configured workflow actions)
  • Is emailed to every linked client's email address
  • Gets a public share link that the email includes

To schedule a send for later, click Schedule Send and pick a date/time. FoxCLM queues the send and releases it automatically.

Locking during approval ​

If your workflow includes a Submitted for Approval or Approved status, invoices in those states are edit-locked. Only admins can revert them to Draft to make changes. This is controlled by the Invoice Approval Lock toggle in Settings -> Automation.

Next steps ​

FoxCLM Documentation